Nroop Bhavsar (CRD# 5617490) is an Investment Advisor Representative working at Captrust in Warren, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners, Llc (captrust) | Raleigh, NC | Jan 2022 - Current | 1 |
| Portfolio Evaluations Inc. | Warren, NJ | Oct 2019 - Dec 2021 | 2 |
| Unemployed | Basking Ridge, NJ | Dec 2018 - Sep 2019 | < 1 |
| Cambridge Associates LLC | Arlington, VA | Jun 2015 - Nov 2018 | 3 |
| Fortigent (lpl Financial) | Rockville, MD | Jul 2013 - May 2015 | 1 |
- NJ
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Total Assets Under Management714,588MILLIONS
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Total Number of Accounts76,254ACCOUNTS
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Average Account Value$9,371,153
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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